Austin
Ford

Ae Wealth Management, LLC

CRD#6691933
Investment Advisor
in Harrison, OH

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About this Advisor

Austin Ford is a financial advisor based in Harrison, Ohio, working with Ae Wealth Management, LLC. Austin has previously held positions at Conservative Financial Solutions LLC, Global Financial Private Capital, LLC, Ford Brothers Fencing & Services, LLC, University Of Cincinnati, Ae Wealth Management, LLC, and Harrison Tax & Accounting. Austin has passed the Series 65 regulatory exam and is registered to provide services in Indiana, Kentucky, Ohio, and Texas. Currently, Austin is part of Ae Wealth Management, LLC, which operates out of Harrison, Ohio. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10403 Harrison Ave
Harrison, OH 45030

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$27,082,623,332

OH Average: $2,243,162,756
Total Number of Employees

578

OH Average: 44
Total Number of Accounts

277,294

OH Average: 4,091
Average Account Size

$97,668

OH Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Austin Ford Work History

2022 - Present (2 years)

Harrison Tax & Accounting

2017 - Present (7 years)

Ae Wealth Management, LLC

2015 - Present (9 years)

Conservative Financial Solutions LLC

2016 - 2017 (1 year)

Global Financial Private Capital, LLC

2014 - 2017 (3 years)

Ford Brothers Fencing & Services, LLC

2011 - 2015 (4 years)

University Of Cincinnati

Disclosures

Please visit the SEC profile of Austin Ford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ae Wealth Management, LLC

Samantha Shucavage
Wilmington, NC
Elizabeth Zarate
Scottsdale, AZ
Michael Bui
Argyle, TX
Jeremiah Sullivan
Topeka, KS
William Sneckner
Englewood, CO
Dayne Ventrone
Sun City, AZ
Konrad Jurgens
Prospect, KY
Alexander Staverosky
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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